WealthBridge Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,580
Closed -$203K 212
2024
Q3
$203K Buy
+7,580
New +$200K 0.06% 205

Other funds holding SCHP

WealthBridge Capital Management's SCHP Position: Q4 2024 in Review

WealthBridge Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q4 2024, closing a stake of 7,580 shares — an estimated $203K sold.

WealthBridge Capital Management first reported a position in SCHP in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • WealthBridge Capital Management reported no remaining Schwab US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • WealthBridge Capital Management sold 7,580 Schwab US TIPS ETF shares in Q4 2024, an estimated $203K.
  • WealthBridge Capital Management first reported a position in Schwab US TIPS ETF in Q3 2024 and held it in 1 quarter.
  • WealthBridge Capital Management's Schwab US TIPS ETF position peaked at $203K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on WealthBridge Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.